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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $16,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,475 | $122,219-65.2% | $147,096-71.1% | $199,921-78.8% |
| Participation rate | 16.3% | 78.3%-61.9pp | 82.2%-65.9pp | 72.0%-55.7pp |
| Annual return | 11.34% | 30.59%-19.2pp | 419.75%-408.4pp | 34.28%-22.9pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $761 | $8,503-91.0% | $8,071-90.6% | $5,089-85.0% |
| Admin fee / account holder | $20 | $179-88.9% | $13,005-99.8% | $269-92.6% |